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Configure rollover for a prepayment charge

Learn how to configure rollover fields so that unused prepaid balances carry forward.

Complete this task only when rollover is activated for a prepayment charge.

  1. Open the prepayment charge modal in Quote Studio by clicking into the charge name.
  2. In the Rollover End Date field, enter the date through which the rolled-over balance remains valid.
  3. In the Maximum Rollover Quantity field, enter the maximum balance that can carry forward.
  4. In the Consumption Rule field, select the rule that defines how rolled-over balances are consumed relative to current balances.

    Rollover fields

    FieldDescription
    Rollover End DateThe date through which the rolled-over balance remains valid.
    Maximum Rollover QuantityThe maximum balance that can carry forward.
    Consumption RuleDefines how rolled-over balances are consumed relative to current balances.